Steven
Zanolli
Sandy Morris Financial & Estate Planning Services, LLC
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About this Advisor
Steven Zanolli is a financial advisor based in Tampa, Florida, working with Sandy Morris Financial & Estate Planning Services, LLC. Steven has previously held positions at Gf Investment Services, LLC, Sandy Morris Financial, and Sandy Morris Financial & Estate Planning Services, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Steven is part of Sandy Morris Financial & Estate Planning Services, LLC, which operates out of Tampa, Florida. The firm has 6 employees and manages assets totaling $137.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sandy Morris Financial & Estate Planning Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sandy Morris Financial & Estate Planning Services, LLC Brokerage Details
$137,599,857
6
864
$159,259
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Zanolli Work History
Gf Investment Services, LLC
Sandy Morris Financial & Estate Planning Services, LLC
Sandy Morris Financial
Disclosures
Please visit the SEC profile of Steven Zanolli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandy Morris Financial & Estate Planning Services, LLC
Bradenton, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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